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Allied Private Wealth’s Kite Realty KRG Stock Holding History

Allied Private Wealth’s Portfolio KRG Stock Details KRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.33K Buy
+221
New +$5.94K ﹤0.01% 588

Other funds holding KRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allied Private Wealth's KRG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Kite Realty (KRG) in Q2 2026: 221 shares worth $6.33K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings.

402 funds tracked by Wall St. Rank hold KRG as of Q2 2026.

  • Allied Private Wealth held 221 shares of Kite Realty worth $6.33K as of Q2 2026.
  • Kite Realty was a new Allied Private Wealth position in Q2 2026.
  • Kite Realty made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #588 holding.
  • 402 funds tracked by Wall St. Rank held Kite Realty as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.